Anic Equity¶
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Total return since start: 0.614 %¶
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Equity now: -----------------------------> 49303.0 Kr¶
Max Equity ever reached: ------------> 53120.35 Kr¶
Portfolio value: --------------------------> 45241.46 Kr¶
PnL: ---------------------------------------> 185.46 Kr¶
DD now: ---------------------------------> -7.186 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-07-05 11:30:49.513155'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| Hennes & Mauritz B | 9 | -0.290000 | 1662.840000 | 193.840000 | 13.200000 | 1468.999998 |
| Orrön Energy | 180 | -0.650000 | 2187.900000 | 144.900000 | 7.090000 | 2043.000000 |
| Atrium Ljungberg B | 5 | -0.450000 | 990.500000 | 55.500000 | 5.940000 | 935.000000 |
| Platzer Fastigheter Holding B | 12 | -1.650000 | 1003.200000 | 42.200000 | 4.390000 | 960.999996 |
| Sedana Medical | 93 | -3.770000 | 2561.220000 | 40.220000 | 1.600000 | 2521.000011 |
| Sagax B | 4 | -0.620000 | 891.600000 | 37.600000 | 4.400000 | 854.000000 |
| Hexatronic Group | 12 | 0.140000 | 1003.200000 | 36.200000 | 3.740000 | 966.999996 |
| Catena | 2 | -1.380000 | 827.200000 | 35.200000 | 4.440000 | 792.000000 |
| Hoist Finance | 35 | -0.170000 | 1015.000000 | 35.000000 | 3.570000 | 980.000000 |
| Sagax A | 4 | -0.890000 | 888.000000 | 34.000000 | 3.980000 | 854.000000 |
| JM | 6 | -0.600000 | 897.000000 | 33.000000 | 3.820000 | 864.000000 |
| OX2 | 13 | 1.970000 | 973.700000 | 23.700000 | 2.490000 | 949.999999 |
| Bilia A | 8 | 0.520000 | 920.800000 | 20.800000 | 2.310000 | 900.000000 |
| Biotage | 7 | -0.150000 | 956.200000 | 15.200000 | 1.620000 | 940.999997 |
| HEXPOL B | 9 | 0.700000 | 1035.000000 | 14.000000 | 1.370000 | 1020.999996 |
| BioGaia B | 8 | -0.760000 | 943.200000 | 13.200000 | 1.420000 | 930.000000 |
| Gränges | 9 | -0.480000 | 937.800000 | 9.800000 | 1.060000 | 927.999999 |
| Byggmax Group | 33 | -1.220000 | 961.620000 | 5.620000 | 0.590000 | 956.000001 |
| AcadeMedia | 8 | -0.890000 | 402.800000 | 0.800000 | 0.200000 | 402.000000 |
| Clas Ohlson B | 12 | -1.520000 | 969.000000 | -4.000000 | -0.410000 | 972.999996 |
| ASSA ABLOY B | 3 | -0.770000 | 773.700000 | -5.300000 | -0.680000 | 779.000001 |
| EQT | 4 | -1.430000 | 824.400000 | -7.600000 | -0.910000 | 832.000000 |
| VEF | 909 | -3.620000 | 1839.820000 | -10.180000 | -0.550000 | 1850.000436 |
| Nordic Waterproofing Holding | 7 | -0.730000 | 946.400000 | -20.600000 | -2.130000 | 966.999999 |
| Alimak Group | 11 | -1.320000 | 906.400000 | -21.600000 | -2.330000 | 927.999996 |
| SKF B | 5 | -0.140000 | 917.000000 | -23.000000 | -2.450000 | 940.000000 |
| Creaspac SPAC | 39 | -0.110000 | 3693.300000 | -24.700000 | -0.660000 | 3717.999987 |
| Addnode Group B | 11 | -0.850000 | 894.300000 | -26.700000 | -2.900000 | 921.000003 |
| Indutrade | 5 | -0.550000 | 1183.500000 | -34.500000 | -2.830000 | 1218.000000 |
| Vitec Software Group B | 2 | -1.610000 | 1042.000000 | -45.000000 | -4.140000 | 1087.000000 |
| Latour B | 4 | -0.740000 | 810.000000 | -47.000000 | -5.480000 | 857.000000 |
| INVISIO | 16 | 0.440000 | 3632.000000 | -57.000000 | -1.550000 | 3689.000000 |
| Bufab | 3 | -0.690000 | 1043.400000 | -65.600000 | -5.920000 | 1109.000001 |
| BHG Group | 97 | -1.830000 | 1356.060000 | -102.940000 | -7.060000 | 1458.999989 |
| Hexagon B | 26 | -2.390000 | 3351.400000 | -109.600000 | -3.170000 | 3461.000010 |
| TOTAL | 45241.460000 | 185.460000 | -7.18623% | 45056.000411 |
Updated:¶
'2023-07-05 11:31:06.394426'
None
Last optimization/rebalancing:¶
'2023-06-15'
Next optimization/rebalancing:¶
'2023-07-26'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
